CURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 26K | $451.27K |
 | CLSD | 25K | $29.25K |
 | HD | 25K | $8.65M |
 | UNH | 23K | $12.37M |
 | KEYS | 22K | $3.42M |
 | BAC | 18K | $621.99K |
 | PFE | 18K | $522.80K |
 | NOC | 16K | $7.42M |
 | ADBE | 16K | $9.28M |
 | VZ | 15K | $582.78K |
 | DUK | 15K | $1.48M |
 | T | 14K | $227.30K |
 | TMO | 13K | $6.80M |
 | F | 12K | $152.13K |
 | PG | 11K | $1.66M |
 | GOOGL | 11K | $1.51M |
 | PEP | 10K | $1.71M |
 | ET | 10K | $138.00K |
 | CSCO | 9K | $451.63K |
 | NEE | 8K | $499.82K |
Kinder Morgan, Inc.
KMI
Shares Held
26K
Value
$451.27K
Clearside Biomedical, Inc.
CLSD
Shares Held
25K
Value
$29.25K
The Home Depot, Inc.
HD
Shares Held
25K
Value
$8.65M
UnitedHealth Group Incorporated
UNH
Shares Held
23K
Value
$12.37M
Keysight Technologies, Inc.
KEYS
Shares Held
22K
Value
$3.42M
Bank of America Corporation
BAC
Shares Held
18K
Value
$621.99K
Pfizer Inc.
PFE
Shares Held
18K
Value
$522.80K
Northrop Grumman Corporation
NOC
Shares Held
16K
Value
$7.42M
Adobe Inc.
ADBE
Shares Held
16K
Value
$9.28M
Verizon Communications Inc.
VZ
Shares Held
15K
Value
$582.78K
Duke Energy Corporation
DUK
Shares Held
15K
Value
$1.48M
AT&T Inc.
T
Shares Held
14K
Value
$227.30K
Thermo Fisher Scientific Inc.
TMO
Shares Held
13K
Value
$6.80M
Ford Motor Company
F
Shares Held
12K
Value
$152.13K
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.66M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$1.51M
PepsiCo, Inc.
PEP
Shares Held
10K
Value
$1.71M
Energy Transfer LP
ET
Shares Held
10K
Value
$138.00K
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$451.63K
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$499.82K